Coca-Cola Consolidated, Inc.
COKE- Exchange
- Nasdaq
- Industry
- Bottled & Canned Soft Drinks & Carbonated Waters
- SEC CIK
- 0000317540
No open-market purchases or sales by Coca-Cola Consolidated, Inc. insiders were filed in the last 90 days; 612 institutions reported holding it in 13F filings for Q2 2026, worth $7.81B in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in Coca-Cola Consolidated, Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 284
- +14 vs. Q4 2022
- Shares held
- 3.60M
- +89.5K (+2.5%) vs. Q4 2022
- Total value
- $1.93B
- +$136.9M (+7.6%) vs. Q4 2022
- New holders
- 35
- 78 more added
- Sold out
- 21
- 96 more reduced
7 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting COKE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 612 | $7.81B |
| Q1 2026 | 587 | $7.09B |
| Q4 2025 | 532 | $5.77B |
| Q3 2025 | 457 | $4.19B |
| Q2 2025 | 470 | $4.33B |
| Q1 2025 | 467 | $5.22B |
| Q4 2024 | 467 | $4.82B |
| Q3 2024 | 457 | $5.04B |
| Q2 2024 | 415 | $4.25B |
| Q1 2024 | 365 | $3.28B |
| Q4 2023 | 348 | $3.57B |
| Q3 2023 | 313 | $2.41B |
| Q2 2023 | 293 | $2.40B |
| Q1 2023 | 284 | $1.93B |
| Q4 2022 | 277 | $1.80B |
| Q3 2022 | 277 | $1.42B |
| Q2 2022 | 282 | $2.00B |
| Q1 2022 | 268 | $1.74B |
| Q4 2021 | 272 | $2.13B |
| Q3 2021 | 238 | $1.38B |
| Q2 2021 | 225 | $1.42B |
| Q1 2021 | 202 | $1.02B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Coca-Cola Consolidated, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Concord Wealth Partners | 0 | $210 | 0.00% | 0 | Unchanged |
| Global Retirement Partners, LLC | 1 | $591 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 2 | $1.07K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $1.07K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 2 | $1.07K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 2 | $1.07K | 0.00% | +2 | New |
| Proequities, Inc. | 3 | $1.60K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 3 | $1.60K | 0.00% | +2+200.0% | Added |
| SJS Investment Consulting Inc. | 3 | $1.61K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4 | $2.14K | 0.00% | −3−42.9% | Reduced |
| M&R Capital Management Inc | 4 | $2.14K | 0.00% | +4 | New |
| IFP Advisors, Inc | 19 | $2.41K | 0.00% | +8+72.7% | Added |
| Salem Investment Counselors Inc | 5 | $2.68K | 0.00% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 5 | $2.75K | 0.00% | +5 | New |
| Coston, McIsaac & Partners | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 6 | $3.21K | 0.00% | +1+20.0% | Added |
| Schubert & Co | 6 | $3.21K | 0.00% | +1+20.0% | Added |
| JFS Wealth Advisors, LLC | 7 | $3.75K | 0.00% | +1+16.7% | Added |
| WealthPLAN Partners, LLC | 7 | $3.75K | 0.00% | +7 | New |
| Riggs Asset Managment Co. Inc. | 8 | $4.02K | 0.00% | +8 | New |
| Ellevest, Inc. | 8 | $4.28K | 0.00% | −1−11.1% | Reduced |
| Massmutual Trust Co FSB | 8 | $4.28K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 12 | $6.42K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 13 | $6.96K | 0.00% | −7−35.0% | Reduced |
| Creative Financial Designs Inc | 13 | $6.96K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 14 | $7.49K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 16 | $8.56K | 0.00% | +16 | New |
| Financial Perspectives, Inc | 18 | $9.47K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 18 | $9.63K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 18 | $10.0K | 0.01% | −6−25.0% | Reduced |
| National Bank of Canada | 20 | $10.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 20 | $10.7K | 0.00% | −7−25.9% | Reduced |
| Lindbrook Capital, LLC | 20 | $10.7K | 0.00% | −4−16.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 20 | $10.7K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 21 | $11.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 21 | $11.2K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 23 | $12.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 25 | $13.4K | 0.00% | −40−61.5% | Reduced |
| Harbour Investments, Inc. | 25 | $13.4K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 27 | $14.4K | 0.00% | +6+28.6% | Added |
| TCI Wealth Advisors, Inc. | 29 | $15.5K | 0.00% | −1−3.3% | Reduced |
| Sound Income Strategies, LLC | 30 | $16.1K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 32 | $17.0K | 0.01% | +32 | New |
| Eukles Asset Management | 34 | $18.2K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 40 | $21.4K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 40 | $21.4K | 0.00% | +40 | New |
| Quent Capital, LLC | 43 | $23.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 50 | $26.8K | 0.00% | +50 | New |
| Public Employees Retirement System of Ohio | 50 | $27.0K | 0.00% | +4+8.7% | Added |
| Hollencrest Capital Management | 52 | $27.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 61 | $33.0K | 0.00% | −5−7.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 62 | $33.4K | 0.01% | +62 | New |
| Quadrant Capital Group LLC | 70 | $37.5K | 0.00% | +9+14.8% | Added |
| GWM Advisors LLC | 75 | $40.0K | 0.00% | −149−66.5% | Reduced |
| PFG Private Wealth Management, LLC | 75 | $40.1K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 76 | $40.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 88 | $46.0K | 0.00% | −3−3.3% | Reduced |
| First Horizon Advisors, Inc. | 88 | $47.1K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 90 | $48.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 90 | $48.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 111 | $59.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 117 | $62.6K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 124 | $66.3K | 0.00% | +124 | New |
| Accel Wealth Management | 125 | $66.9K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 125 | $66.9K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 127 | $68.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 140 | $74.9K | 0.02% | 00.0% | Unchanged |
| Point72 Middle East FZE | 145 | $77.6K | 0.00% | +145 | New |
| Newbridge Financial Services Group, Inc. | 151 | $80.8K | 0.04% | 00.0% | Unchanged |
| Glassman Wealth Services | 154 | $82.3K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 170 | $91.0K | 0.03% | −16−8.6% | Reduced |
| Ameritas Advisory Services, LLC | 187 | $101.7K | 0.01% | +187 | New |
| Whittier Trust Co | 200 | $107.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 150 | $108.7K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 228 | $122.0K | 0.00% | −465−67.1% | Reduced |
| Virtus Fund Advisers, LLC | 238 | $127.3K | 0.89% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 254 | $135.9K | 0.01% | −42−14.2% | Reduced |
| Atticus Wealth Management, LLC | 300 | $160.5K | 0.06% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 312 | $166.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 324 | $173.0K | 0.01% | +242+295.1% | Added |
| Globeflex Capital L P | 364 | $194.8K | 0.02% | +360+9,000.0% | Added |
| State of Tennessee, Treasury Department | 373 | $199.6K | 0.00% | −317−45.9% | Reduced |
| Crossmark Global Holdings, Inc. | 373 | $200.0K | 0.00% | +373 | New |
| Dark Forest Capital Management LP | 375 | $200.7K | 0.05% | +375 | New |
| Quantamental Technologies LLC | 382 | $204.4K | 0.11% | +382 | New |
| Cambridge Investment Research Advisors, Inc. | 386 | $207.0K | 0.00% | −317−45.1% | Reduced |
| State Board of Administration of Florida Retirement System | 390 | $208.7K | 0.00% | −960−71.1% | Reduced |
| Templeton & Phillips Capital Management, LLC | 400 | $214.0K | 0.22% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 400 | $214.0K | 0.01% | +400 | New |
| EMC Capital Management | 411 | $220.0K | 0.18% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 434 | $222.4K | 0.00% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 420 | $224.7K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 425 | $227.6K | 0.00% | −200−32.0% | Reduced |
| Macroview Investment Management LLC | 433 | $231.7K | 0.37% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 442 | $236.5K | 0.00% | +442 | New |
| JustInvest LLC | 442 | $236.5K | 0.01% | +442 | New |
| Harvest Fund Management Co., Ltd | 451 | $241.0K | 0.05% | +100+28.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 454 | $242.9K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 465 | $248.8K | 0.00% | −1,019−68.7% | Reduced |
| Clearstead Advisors, LLC | 467 | $249.9K | 0.02% | 00.0% | Unchanged |